Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 29 |
Citadel Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 29 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.06% | 0.14% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 16 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 23 |
WOLVERINE TRADING, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 5 | 4 | 0.00% | 0.02% | 0.12% | Q2 2021 | Q3 2023 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
VPR Management LLC | 17 | 17 | 5.14% | 6.15% | 7.13% | Q3 2019 | Q3 2023 | 17 |
HAP Trading, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 14 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.06% | 0.20% | Q2 2021 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.01% | 0.08% | 0.26% | Q2 2021 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 13 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 12 |
Integrated Investment Consultants, LLC | 10 | 10 | 0.07% | 1.53% | 3.91% | Q2 2021 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.04% | 0.37% | 0.86% | Q2 2021 | Q4 2023 | 11 |
Anchor Investment Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q4 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.26% | 0.36% | 0.54% | Q3 2011 | Q3 2023 | 11 |
CGN Advisors LLC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q4 2023 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.25% | 1.03% | Q2 2021 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 11 |
K2 PRINCIPAL FUND, L.P. | 6 | 3 | 0.07% | 0.76% | 1.58% | Q2 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 6 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.01% | 0.11% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Versant Capital Management, Inc | 11 | 11 | 1.17% | 1.38% | 1.48% | Q2 2021 | Q4 2023 | 11 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 11 |
Garde Capital, Inc. | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Lowe Wealth Advisors, LLC | 11 | 11 | 3.18% | 5.77% | 8.37% | Q2 2021 | Q4 2023 | 11 |
Modus Advisors, LLC | 11 | 11 | 3.78% | 4.76% | 5.18% | Q2 2021 | Q4 2023 | 11 |
Systelligence, LLC | 11 | 11 | 1.52% | 2.92% | 4.16% | Q2 2021 | Q4 2023 | 11 |
R.P. Boggs & Co. | 10 | 1 | 0.00% | 0.30% | 0.49% | Q2 2020 | Q3 2023 | 11 |
SAGE RHINO CAPITAL LLC | 10 | 10 | 3.25% | 4.11% | 5.39% | Q2 2021 | Q3 2023 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors, Ltd. LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Greenhouse Wealth Management, LLC | 10 | 10 | 0.79% | 1.04% | 1.99% | Q2 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 10 | 10 | 0.19% | 1.98% | 5.83% | Q2 2021 | Q3 2023 | 10 |
Insight Wealth Partners, LLC | 10 | 10 | 1.01% | 2.95% | 5.10% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.38% | 0.46% | 0.52% | Q2 2021 | Q3 2023 | 10 |
SENTINEL TRUST CO LBA | 10 | 10 | 1.07% | 1.46% | 1.68% | Q2 2021 | Q3 2023 | 10 |
Crescent Grove Advisors, LLC | 10 | 10 | 0.28% | 0.32% | 0.38% | Q2 2021 | Q3 2023 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.04% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CHATHAM CAPITAL GROUP, INC. | 10 | 10 | 0.73% | 1.64% | 3.64% | Q2 2021 | Q3 2023 | 10 |
VICUS CAPITAL | 10 | 10 | 0.12% | 0.64% | 2.63% | Q2 2021 | Q3 2023 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 1.01% | 1.12% | 1.22% | Q2 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Fort Point Capital Partners LLC | 10 | 10 | 0.10% | 0.21% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Northside Capital Management, LLC | 10 | 10 | 0.36% | 0.66% | 1.22% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.21% | 0.24% | 0.27% | Q2 2021 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 10 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kingfisher Capital LLC | 10 | 10 | 0.11% | 1.51% | 3.32% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Sterling Financial Planning, Inc. | 10 | 10 | 4.52% | 6.10% | 7.22% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 2.35% | 4.06% | 5.42% | Q2 2021 | Q3 2023 | 10 |
MACKAY SHIELDS LLC | 10 | 10 | 0.27% | 0.63% | 0.95% | Q2 2021 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Vision Capital Management, Inc. | 10 | 10 | 1.72% | 2.20% | 2.47% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.06% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.06% | 0.34% | 0.60% | Q2 2021 | Q3 2023 | 10 |
New Potomac Partners, LLC | 10 | 10 | 5.12% | 6.20% | 7.60% | Q2 2021 | Q3 2023 | 10 |
GM Advisory Group, LLC | 10 | 10 | 3.71% | 6.34% | 10.90% | Q2 2021 | Q3 2023 | 10 |
Vivaldi Capital Management LP | 10 | 10 | 0.86% | 1.44% | 1.90% | Q2 2021 | Q3 2023 | 10 |
Independent Family Office, LLC | 10 | 10 | 4.54% | 6.96% | 9.48% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WealthBridge Capital Management, LLC | 10 | 10 | 0.27% | 0.32% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Principle Wealth Partners LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Signet Investment Advisory Group, Inc. | 10 | 10 | 5.03% | 5.50% | 6.11% | Q2 2021 | Q3 2023 | 10 |
Cypress Capital Group | 10 | 10 | 0.10% | 0.44% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 10 | 10 | 0.93% | 1.08% | 1.39% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.19% | 0.33% | 0.42% | Q2 2021 | Q3 2023 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.83% | 1.47% | 2.03% | Q2 2021 | Q3 2023 | 10 |
Hamilton Wealth, LLC | 10 | 10 | 1.36% | 1.59% | 2.05% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
EWG Elevate Inc. | 10 | 10 | 0.32% | 0.44% | 0.69% | Q2 2021 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 1.32% | 10.30% | Q2 2021 | Q3 2023 | 10 |
Phoenix Wealth Advisors | 10 | 10 | 0.21% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Executive Wealth Management, LLC | 10 | 10 | 0.07% | 0.52% | 1.10% | Q2 2021 | Q3 2023 | 10 |
DELTA FINANCIAL ADVISORS LLC | 10 | 10 | 1.23% | 1.36% | 1.51% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Rain Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
INTREPID CAPITAL MANAGEMENT INC | 10 | 10 | 1.01% | 1.49% | 2.02% | Q2 2021 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.34% | 0.65% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 0.01% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Auxano Advisors, LLC | 10 | 10 | 0.12% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.01% | 0.14% | 0.65% | Q2 2021 | Q3 2023 | 10 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 10 | 10 | 0.35% | 0.56% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Strategic Point Investment Advisors, LLC | 10 | 10 | 4.65% | 5.48% | 6.43% | Q2 2021 | Q3 2023 | 10 |
PATTON FUND MANAGEMENT, INC. | 10 | 10 | 1.09% | 1.37% | 1.69% | Q2 2021 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.19% | 0.33% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Timber Creek Capital Management LLC | 10 | 10 | 4.08% | 4.62% | 5.32% | Q2 2021 | Q3 2023 | 10 |
Coastal Bridge Advisors, LLC | 10 | 10 | 1.29% | 2.28% | 3.51% | Q2 2021 | Q3 2023 | 10 |
W.G. Shaheen & Associates DBA Whitney & Co | 10 | 10 | 0.07% | 1.05% | 1.61% | Q2 2021 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.04% | 1.71% | 8.35% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 1.62% | 2.02% | 2.69% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.04% | 0.29% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.06% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.04% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
BOSTON FINANCIAL MANGEMENT LLC | 10 | 10 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MOTCO | 10 | 10 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.10% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
MERITAGE PORTFOLIO MANAGEMENT | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Narwhal Capital Management | 10 | 10 | 2.63% | 2.90% | 3.18% | Q2 2021 | Q3 2023 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Sepio Capital, LP | 10 | 10 | 0.31% | 0.49% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Holistic Financial Partners | 10 | 10 | 0.67% | 0.85% | 1.07% | Q2 2021 | Q3 2023 | 10 |
Manchester Capital Management LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Advisors, LLC | 10 | 10 | 2.74% | 3.25% | 3.65% | Q2 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Texas Yale Capital Corp. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.04% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 10 | 10 | 0.12% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 10 |
SATOVSKY ASSET MANAGEMENT LLC | 10 | 10 | 0.41% | 0.71% | 1.03% | Q2 2021 | Q3 2023 | 10 |
BSW Wealth Partners | 10 | 10 | 1.22% | 1.50% | 1.85% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 10 | 10 | 0.12% | 0.23% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 10 | 10 | 1.90% | 2.17% | 2.81% | Q2 2021 | Q3 2023 | 10 |
Mirador Capital Partners LP | 10 | 10 | 0.10% | 0.16% | 0.29% | Q2 2021 | Q3 2023 | 10 |
True North Advisors, LLC | 6 | 1 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
VCU Investment Management Co | 10 | 10 | 20.24% | 70.88% | 100.00% | Q2 2021 | Q3 2023 | 10 |
OARSMAN CAPITAL, INC. | 10 | 10 | 0.08% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CAPE ANN SAVINGS BANK | 10 | 10 | 3.30% | 4.42% | 5.14% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.14% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CHOREO, LLC | 10 | 10 | 0.02% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.18% | 0.32% | 0.49% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.17% | 0.24% | 0.30% | Q2 2021 | Q3 2023 | 10 |
BURNS J W & CO INC/NY | 10 | 10 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Black Diamond Financial, LLC | 10 | 10 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.06% | 0.17% | 0.42% | Q2 2021 | Q3 2023 | 10 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 10 | 10 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2023 | 10 |
GOULD ASSET MANAGEMENT LLC /CA/ | 10 | 10 | 0.62% | 0.71% | 0.77% | Q2 2021 | Q3 2023 | 10 |
Ackerman Capital Advisors, LLC | 10 | 10 | 0.08% | 0.98% | 1.42% | Q2 2021 | Q3 2023 | 10 |
Bristlecone Advisors, LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Private Portfolio Partners LLC | 10 | 10 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FWL INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.39% | 0.64% | 1.00% | Q2 2021 | Q3 2023 | 10 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.30% | 0.34% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Horan Capital Advisors, LLC. | 10 | 10 | 0.21% | 0.22% | 0.24% | Q2 2021 | Q3 2023 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 10 | 3.40% | 3.62% | 4.03% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q3 2023 | 10 |
Parkside Investments, LLC | 10 | 10 | 1.90% | 3.76% | 5.05% | Q2 2021 | Q3 2023 | 10 |
Highlander Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.39% | 0.51% | 0.60% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
London & Capital Asset Management Ltd | 10 | 10 | 0.11% | 0.25% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.12% | 0.65% | 1.34% | Q2 2021 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
DCF Advisers, LLC | 10 | 10 | 1.19% | 1.82% | 2.34% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.46% | 0.59% | 0.73% | Q2 2021 | Q3 2023 | 10 |
BANQUE PICTET & CIE SA | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CAMBRIDGE TRUST CO | 10 | 10 | 0.14% | 0.39% | 0.92% | Q2 2021 | Q3 2023 | 10 |
NVWM, LLC | 10 | 10 | 0.42% | 0.81% | 1.25% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.28% | 0.61% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.04% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
NWAM LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
SlateStone Wealth, LLC | 10 | 10 | 0.19% | 0.37% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.04% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Redhawk Wealth Advisors, Inc. | 10 | 10 | 0.06% | 0.15% | 0.29% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 10 | 0.18% | 0.37% | 0.51% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.02% | 0.17% | 0.33% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 10 | 10 | 4.76% | 5.18% | 5.90% | Q2 2021 | Q3 2023 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 10 | 10 | 0.95% | 1.79% | 2.10% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.42% | 0.58% | 0.65% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.10% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Wellspring Financial Advisors, LLC | 10 | 10 | 1.66% | 2.24% | 3.04% | Q2 2021 | Q3 2023 | 10 |
Towerpoint Wealth, LLC | 10 | 10 | 0.99% | 1.09% | 1.19% | Q2 2021 | Q3 2023 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 10 | 10 | 1.38% | 1.75% | 1.97% | Q2 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.23% | 0.32% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Wills Financial Group, Inc. | 10 | 10 | 1.68% | 2.05% | 2.38% | Q2 2021 | Q3 2023 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TrinityPoint Wealth, LLC | 10 | 10 | 0.30% | 0.67% | 1.12% | Q2 2021 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.88% | 1.29% | 1.68% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 1.01% | 1.50% | 2.34% | Q2 2021 | Q3 2023 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.04% | 0.18% | 0.32% | Q2 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COURAGE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.50% | 1.75% | 3.32% | Q2 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
MERIDIAN INVESTMENT COUNSEL INC. | 10 | 10 | 1.53% | 1.78% | 1.94% | Q2 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 10 | 10 | 0.04% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.04% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 2.32% | 4.02% | 5.53% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.06% | 0.11% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Cambridge Advisors Inc. | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
ENCOMPASS WEALTH ADVISORS, LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Bradley & Co. Private Wealth Management, LLC | 10 | 10 | 0.56% | 0.69% | 0.84% | Q2 2021 | Q3 2023 | 10 |
MBA Advisors LLC | 10 | 10 | 1.49% | 2.69% | 3.22% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gibson Capital, LLC | 10 | 10 | 0.26% | 0.30% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Alhambra Investment Management LLC | 10 | 10 | 2.54% | 2.92% | 3.77% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.28% | 1.87% | 2.55% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 7.78% | 12.03% | 16.46% | Q2 2021 | Q3 2023 | 10 |
TIEDEMANN ADVISORS, LLC | 10 | 10 | 1.94% | 3.03% | 5.05% | Q2 2021 | Q3 2023 | 10 |
GenWealth Group, Inc. | 10 | 10 | 4.66% | 7.39% | 9.42% | Q2 2021 | Q3 2023 | 10 |
MOON CAPITAL MANAGEMENT LP | 10 | 10 | 14.98% | 45.79% | 65.83% | Q2 2021 | Q3 2023 | 10 |
DFPG INVESTMENTS, LLC | 10 | 10 | 0.39% | 0.77% | 1.27% | Q2 2021 | Q3 2023 | 10 |
AMG National Trust Bank | 10 | 10 | 0.10% | 0.19% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Private Harbour Investment Management & Counsel, LLC | 10 | 10 | 6.79% | 8.26% | 9.58% | Q2 2021 | Q3 2023 | 10 |
BCWM, LLC | 10 | 10 | 2.16% | 2.74% | 3.50% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Charles Schwab Investment Advisory, Inc. | 10 | 10 | 1.10% | 1.17% | 1.25% | Q2 2021 | Q3 2023 | 10 |
HOEY INVESTMENTS, INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.05% | 0.17% | Q2 2021 | Q3 2023 | 10 |
NKCFO LLC | 10 | 10 | 0.31% | 0.41% | 0.53% | Q2 2021 | Q3 2023 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.05% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.03% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
FIRST FOUNDATION ADVISORS | 10 | 10 | 0.54% | 2.09% | 3.89% | Q2 2021 | Q3 2023 | 10 |
Wescott Financial Advisory Group, LLC | 10 | 10 | 0.11% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Mission Creek Capital Partners, Inc. | 10 | 10 | 0.05% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 10 | 10 | 0.98% | 1.66% | 4.27% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FIRST AMERICAN TRUST, FSB | 10 | 10 | 0.89% | 1.51% | 2.41% | Q2 2021 | Q3 2023 | 10 |
Perkins Coie Trust Co | 10 | 10 | 0.30% | 0.38% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Well Done, LLC | 10 | 10 | 0.28% | 0.62% | 1.31% | Q2 2021 | Q3 2023 | 10 |
Roundview Capital LLC | 10 | 10 | 0.12% | 0.29% | 0.70% | Q2 2021 | Q3 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.03% | 0.09% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
EQUITABLE TRUST CO | 10 | 10 | 2.90% | 4.83% | 7.10% | Q2 2021 | Q3 2023 | 10 |
NOTTINGHAM ADVISORS, INC. | 10 | 10 | 0.58% | 1.64% | 2.21% | Q2 2021 | Q3 2023 | 10 |
ASPIRIANT, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Mader & Shannon Wealth Management, Inc. | 10 | 10 | 11.64% | 14.69% | 20.91% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Accretive Wealth Partners, LLC | 10 | 10 | 2.38% | 2.55% | 2.76% | Q2 2021 | Q3 2023 | 10 |
Weil Company, Inc. | 10 | 10 | 1.06% | 1.75% | 2.70% | Q2 2021 | Q3 2023 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.40% | 0.46% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Smith & Howard Wealth Management, LLC | 10 | 10 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.05% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.02% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.16% | 0.25% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.21% | 0.32% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Estate Counselors, LLC | 10 | 10 | 0.27% | 0.37% | 0.62% | Q2 2021 | Q3 2023 | 10 |
Tacita Capital Inc | 10 | 10 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.64% | 0.84% | 1.08% | Q2 2021 | Q3 2023 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.31% | 0.37% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Vanguard Capital Wealth Advisors | 10 | 10 | 0.35% | 1.46% | 2.91% | Q2 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.01% | 0.18% | 0.38% | Q2 2021 | Q3 2023 | 10 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 10 | 10 | 0.62% | 1.02% | 1.71% | Q2 2021 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.16% | 0.27% | 0.45% | Q2 2021 | Q3 2023 | 10 |
Zhang Financial LLC | 10 | 10 | 0.45% | 4.26% | 7.69% | Q2 2021 | Q3 2023 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
HANCOCK WHITNEY CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ironwood Wealth Management, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TMD Wealth Management, LLC | 10 | 10 | 2.37% | 3.23% | 3.71% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
KCM INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.02% | 0.31% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 4.66% | 5.49% | 6.58% | Q2 2021 | Q3 2023 | 10 |
Verger Capital Management LLC | 10 | 10 | 4.64% | 6.16% | 7.40% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 10 | 10 | 0.04% | 0.32% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Mengis Capital Management, Inc. | 10 | 10 | 0.54% | 0.59% | 0.65% | Q2 2021 | Q3 2023 | 10 |
Gateway Advisory, LLC | 10 | 10 | 0.81% | 1.14% | 1.70% | Q2 2021 | Q3 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CADINHA & CO LLC | 10 | 10 | 0.29% | 1.25% | 4.86% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.11% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
WINTON GROUP Ltd | 10 | 10 | 0.10% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 2.06% | 3.22% | 5.54% | Q2 2021 | Q3 2023 | 10 |
ROCKY MOUNTAIN ADVISERS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 10 | 10 | 0.21% | 0.22% | 0.24% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
EFG Asset Management (Americas) Corp. | 10 | 10 | 0.06% | 1.95% | 5.28% | Q2 2021 | Q3 2023 | 10 |
Cadent Capital Advisors, LLC | 10 | 10 | 0.48% | 1.07% | 1.68% | Q2 2021 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.04% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.06% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.07% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
United Asset Strategies, Inc. | 10 | 10 | 0.06% | 0.10% | 0.21% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 1.05% | 1.31% | 1.74% | Q2 2021 | Q3 2023 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL MANAGEMENT NETWORK INC | 10 | 10 | 0.70% | 1.04% | 1.28% | Q2 2021 | Q3 2023 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.03% | 1.65% | 4.63% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.04% | 0.11% | 0.30% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cranbrook Wealth Management, LLC | 10 | 10 | 1.17% | 1.33% | 1.59% | Q2 2021 | Q3 2023 | 10 |
DOHJ, LLC | 10 | 10 | 0.18% | 0.77% | 1.98% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.03% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Arnhold LLC | 10 | 10 | 6.90% | 7.38% | 7.67% | Q2 2021 | Q3 2023 | 10 |
SIGMA INVESTMENT COUNSELORS INC | 10 | 10 | 0.51% | 0.57% | 0.61% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.01% | 0.08% | 0.21% | Q2 2021 | Q3 2023 | 10 |
CENTRAL BANK & TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.14% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.02% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Wallington Asset Management, LLC | 10 | 10 | 1.02% | 1.37% | 1.62% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.09% | 0.17% | 0.25% | Q2 2021 | Q3 2023 | 10 |
OLD NATIONAL BANCORP /IN/ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mraz, Amerine & Associates, Inc. | 10 | 10 | 0.16% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.12% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.02% | 1.02% | 1.89% | Q2 2021 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Kiwi Wealth Investments Limited Partnership | 10 | 10 | 0.82% | 1.20% | 2.06% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Family Management Corp | 10 | 10 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Williams Jones Wealth Management, LLC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Legend Financial Advisors, Inc. | 10 | 10 | 7.26% | 10.71% | 13.83% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 10 | 10 | 0.14% | 0.23% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.24% | 0.38% | 0.66% | Q2 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.03% | 1.19% | 2.93% | Q2 2021 | Q3 2023 | 10 |
ALESCO ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 10 | 10 | 0.10% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Faithward Advisors, LLC | 10 | 10 | 0.15% | 2.10% | 3.38% | Q2 2021 | Q3 2023 | 10 |
HOWLAND CAPITAL MANAGEMENT LLC | 10 | 10 | 0.47% | 0.58% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Zions Bancorporation, N.A. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.11% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Briaud Financial Planning, Inc | 10 | 10 | 2.43% | 3.25% | 4.30% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.12% | 0.22% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Trust Company, LLC | 10 | 10 | 0.22% | 0.36% | 0.77% | Q2 2021 | Q3 2023 | 10 |
SignalPoint Asset Management, LLC | 10 | 10 | 0.46% | 0.50% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
EPIQ Capital Group, LLC | 10 | 10 | 2.09% | 7.08% | 11.12% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 10 | 10 | 0.45% | 0.63% | 0.74% | Q2 2021 | Q3 2023 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tikvah Management LLC | 10 | 10 | 0.45% | 0.91% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Ballentine Partners, LLC | 10 | 10 | 0.08% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 10 |
S.A. Mason LLC | 10 | 10 | 0.57% | 0.67% | 0.76% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.50% | 0.61% | 0.74% | Q2 2021 | Q3 2023 | 10 |
S&CO INC | 10 | 10 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.58% | 0.89% | 1.02% | Q2 2021 | Q3 2023 | 10 |
Pettinga Financial Advisors LLC | 10 | 10 | 0.11% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Spectrum Asset Management, Inc. (NB/CA) | 10 | 10 | 1.17% | 2.54% | 4.07% | Q2 2021 | Q3 2023 | 10 |
NORRIS PERNE & FRENCH LLP/MI | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COWA, LLC | 10 | 10 | 1.66% | 1.98% | 2.65% | Q2 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Relative Value Partners Group, LLC | 10 | 10 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
OAK FAMILY ADVISORS, LLC | 10 | 10 | 0.28% | 0.38% | 0.47% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.52% | 0.87% | 1.08% | Q2 2021 | Q3 2023 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Hamilton Capital, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.19% | 0.34% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Interchange Capital Partners, LLC | 10 | 10 | 0.75% | 1.48% | 2.77% | Q2 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.17% | 1.44% | 2.81% | Q2 2021 | Q3 2023 | 10 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 10 | 10 | 0.17% | 0.69% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Jordan Park Group LLC | 10 | 10 | 0.03% | 0.18% | 0.33% | Q2 2021 | Q3 2023 | 10 |
BOSTON FAMILY OFFICE LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
STALEY CAPITAL ADVISERS INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 10 | 10 | 0.13% | 0.35% | 1.09% | Q2 2021 | Q3 2023 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.32% | 2.14% | 3.68% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CORRADO ADVISORS, LLC | 10 | 10 | 2.33% | 3.01% | 4.14% | Q2 2021 | Q3 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 7 | 3 | 0.01% | 0.59% | 1.14% | Q2 2021 | Q4 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.01% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.17% | 0.19% | 0.21% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 10 | 10 | 0.16% | 0.21% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.09% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Bank OZK | 10 | 10 | 0.63% | 0.71% | 0.77% | Q2 2021 | Q3 2023 | 10 |
Ziegler Capital Management, LLC | 10 | 10 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.01% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.01% | 0.08% | 0.23% | Q2 2021 | Q3 2023 | 10 |
WADE G W & INC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
First City Capital Management, Inc. | 10 | 10 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
FARMERS TRUST CO | 10 | 10 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.13% | 0.42% | Q2 2021 | Q3 2023 | 10 |
CLEAR INVESTMENT RESEARCH, LLC | 10 | 10 | 0.08% | 0.39% | 0.70% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 1.07% | 1.28% | 1.48% | Q2 2021 | Q3 2023 | 10 |
WMS Partners, LLC | 10 | 10 | 0.23% | 0.34% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.13% | 0.35% | 0.96% | Q2 2021 | Q3 2023 | 10 |
BOSTON RESEARCH & MANAGEMENT INC | 10 | 10 | 0.51% | 0.56% | 0.60% | Q2 2021 | Q3 2023 | 10 |
American Investment Services, Inc. | 10 | 10 | 1.89% | 2.44% | 2.83% | Q2 2021 | Q3 2023 | 10 |
J. W. Coons Advisors, LLC | 10 | 10 | 0.19% | 0.25% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Southeast Asset Advisors Inc. | 10 | 10 | 0.72% | 0.80% | 0.85% | Q2 2021 | Q3 2023 | 10 |
LVM CAPITAL MANAGEMENT LTD/MI | 10 | 10 | 1.28% | 1.38% | 1.54% | Q2 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.88% | 2.78% | 5.46% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.08% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 10 | 10 | 0.13% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.07% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.02% | 0.15% | 0.25% | Q2 2021 | Q3 2023 | 10 |
FORBES J M & CO LLP | 10 | 10 | 5.11% | 6.30% | 7.25% | Q2 2021 | Q3 2023 | 10 |
Clear Harbor Asset Management, LLC | 10 | 10 | 0.12% | 0.68% | 0.81% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 10 | 10 | 0.10% | 0.35% | 0.83% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.28% | 0.32% | 0.36% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
One Capital Management, LLC | 10 | 10 | 0.08% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gladius Capital Management LP | 10 | 10 | 1.05% | 1.99% | 3.60% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.32% | 0.46% | 0.58% | Q2 2021 | Q3 2023 | 10 |
STOCK YARDS BANK & TRUST CO | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Silicon Hills Wealth Management, LLC | 9 | 9 | 0.14% | 1.83% | 6.62% | Q2 2021 | Q2 2023 | 9 |
M. Kulyk & Associates, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Inscription Capital, LLC | 6 | 3 | 0.06% | 0.90% | 1.25% | Q2 2021 | Q3 2023 | 9 |
TSFG, LLC | 6 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Silverleafe Capital Partners, LLC | 6 | 3 | 0.14% | 1.76% | 5.07% | Q2 2021 | Q4 2023 | 9 |
MainStreet Investment Advisors LLC | 8 | 1 | 0.46% | 1.30% | 2.19% | Q2 2021 | Q3 2023 | 9 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Resonant Capital Advisors, LLC | 9 | 9 | 1.31% | 1.72% | 2.28% | Q3 2021 | Q3 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.16% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 3 | 0.62% | 0.72% | 0.77% | Q2 2021 | Q3 2023 | 9 |
Bray Capital Advisors | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Ballew Advisors, Inc | 6 | 3 | 0.74% | 0.82% | 0.92% | Q2 2021 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 9 |
CONDOR CAPITAL MANAGEMENT | 9 | 9 | 0.03% | 0.07% | 0.17% | Q2 2021 | Q2 2023 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.01% | 0.03% | 0.13% | Q2 2021 | Q2 2023 | 9 |
Founders Capital Management | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Brookstone Capital Management | 6 | 3 | 0.22% | 0.47% | 0.65% | Q2 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.59% | 0.79% | 0.99% | Q3 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.11% | 0.65% | 1.36% | Q2 2021 | Q3 2023 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Wealth Management Partners, LLC | 6 | 3 | 4.10% | 4.59% | 5.35% | Q2 2021 | Q3 2023 | 9 |
Riverpoint Wealth Management Holdings, LLC | 6 | 3 | 0.12% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Verity Asset Management, Inc. | 5 | 4 | 0.66% | 0.91% | 1.12% | Q2 2021 | Q3 2023 | 9 |
BFSG, LLC | 9 | 9 | 1.74% | 2.09% | 2.73% | Q3 2021 | Q3 2023 | 9 |
Essex Savings Bank | 9 | 9 | 0.10% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Citizens National Bank Trust Department | 6 | 3 | 0.05% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Elm Partners Management LLC | 9 | 9 | 0.37% | 0.82% | 1.57% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 9 | 9 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q2 2023 | 9 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Maltin Wealth Management, Inc. | 6 | 3 | 2.75% | 2.91% | 3.36% | Q2 2021 | Q3 2023 | 9 |
BOKF, NA | 9 | 9 | 0.21% | 0.25% | 0.28% | Q3 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 9 |
Choate Investment Advisors | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Private Advisor Group, LLC | 6 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 3.98% | 4.32% | 5.07% | Q2 2021 | Q2 2023 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.16% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 9 |
STERLING INVESTMENT ADVISORS LLC /ADV | 9 | 9 | 0.15% | 0.26% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.05% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Relyea Zuckerberg Hanson LLC | 6 | 3 | 0.32% | 0.40% | 0.55% | Q2 2021 | Q3 2023 | 9 |
Main Street Financial Solutions, LLC | 6 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
PBMares Wealth Management LLC | 6 | 3 | 0.35% | 0.50% | 0.83% | Q2 2021 | Q3 2023 | 9 |
Wealthcare Advisory Partners LLC | 6 | 3 | 0.03% | 0.21% | 1.01% | Q2 2021 | Q3 2023 | 9 |
Investors Research Corp | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
3EDGE Asset Management, LP | 5 | 4 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Bridgewater Associates | 9 | 9 | 0.02% | 0.49% | 0.91% | Q2 2021 | Q2 2023 | 9 |
Arbor Investment Advisors, LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Quadrant Private Wealth Management, LLC | 5 | 4 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 6 | 3 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.02% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 9 |
HRT FINANCIAL LP | 8 | 1 | 0.01% | 0.28% | 0.62% | Q2 2021 | Q3 2023 | 9 |
Wealthgate Family Office, LLC | 9 | 9 | 0.63% | 1.05% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Financial Sense Advisors, Inc. | 6 | 3 | 0.74% | 1.39% | 3.34% | Q2 2021 | Q3 2023 | 9 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 9 | 9 | 0.55% | 1.01% | 1.58% | Q3 2021 | Q3 2023 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
LEUTHOLD GROUP, LLC | 9 | 9 | 1.11% | 1.21% | 1.32% | Q2 2021 | Q2 2023 | 9 |
Port Capital LLC | 6 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 6 | 3 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
LPL Financial LLC | 6 | 3 | 0.17% | 0.19% | 0.21% | Q2 2021 | Q3 2023 | 9 |
AE Wealth Management LLC | 6 | 3 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
PDS Planning, Inc | 6 | 3 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
First Command Bank | 9 | 9 | 3.98% | 4.33% | 5.07% | Q2 2021 | Q2 2023 | 9 |
Grove Bank & Trust | 6 | 3 | 0.07% | 0.10% | 0.24% | Q2 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 7 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Terra Nova Asset Management LLC | 6 | 3 | 0.31% | 0.70% | 0.87% | Q2 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 6 | 3 | 0.40% | 0.89% | 2.20% | Q2 2021 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 9 | 9 | 1.84% | 2.18% | 2.52% | Q2 2021 | Q2 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Main Management LLC | 6 | 3 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 6 | 3 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Perennial Investment Advisors, LLC | 6 | 3 | 0.06% | 0.41% | 0.66% | Q2 2021 | Q3 2023 | 9 |
Sowa Financial Group, Inc. | 9 | 9 | 10.84% | 12.54% | 13.90% | Q3 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 6 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Van Hulzen Asset Management, LLC | 9 | 9 | 0.32% | 0.73% | 1.28% | Q3 2021 | Q3 2023 | 9 |
Twin Lakes Capital Management, LLC | 5 | 4 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 9 |
IFG Advisory, LLC | 6 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Jacobi Capital Management LLC | 6 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 9 |
ATLAS CAPITAL ADVISORS LLC | 6 | 3 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.01% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 9 |
First PREMIER Bank | 6 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
RiverGlades Family Offices LLC | 5 | 4 | 2.68% | 3.10% | 3.54% | Q2 2021 | Q3 2023 | 9 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Shepherd Financial Partners LLC | 6 | 3 | 0.04% | 0.38% | 1.85% | Q2 2021 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 6 | 3 | 0.05% | 0.15% | 0.50% | Q2 2021 | Q3 2023 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.05% | 1.60% | 4.30% | Q3 2021 | Q3 2023 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 3.13% | 3.69% | 4.43% | Q3 2021 | Q3 2023 | 9 |
GFS Advisors, LLC | 6 | 3 | 0.79% | 1.13% | 1.29% | Q2 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q2 2023 | 9 |
WELCH & FORBES LLC | 6 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.15% | 0.25% | 0.47% | Q2 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Robinson Value Management, Ltd. | 9 | 9 | 0.43% | 1.64% | 2.03% | Q3 2021 | Q3 2023 | 9 |
Orion Capital Management LLC | 9 | 9 | 0.18% | 0.23% | 0.27% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WBH ADVISORY INC | 6 | 3 | 0.21% | 0.26% | 0.36% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.52% | 1.08% | Q2 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.16% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 3 | 0.00% | 0.08% | 0.22% | Q2 2021 | Q3 2023 | 9 |
Old Port Advisors | 8 | 1 | 0.43% | 0.98% | 1.50% | Q2 2021 | Q3 2023 | 9 |
M&T BANK CORP | 6 | 3 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 3 | 0.11% | 0.32% | 0.73% | Q2 2021 | Q3 2023 | 9 |
Regency Capital Management Inc.\DE | 6 | 3 | 2.25% | 3.22% | 5.16% | Q2 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Red Door Wealth Management, LLC | 6 | 3 | 0.22% | 0.49% | 1.15% | Q2 2021 | Q3 2023 | 9 |
Wealth Quarterback LLC | 6 | 1 | 0.65% | 2.42% | 5.26% | Q1 1987 | Q3 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 1 | 0.48% | 0.56% | 0.65% | Q2 2021 | Q3 2023 | 9 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.27% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 5 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Birchcreek Wealth Management, LLC | 6 | 2 | 0.40% | 1.05% | 1.41% | Q3 2021 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 2.12% | 3.24% | 4.67% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.90% | 1.00% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Walkner Condon Financial Advisors LLC | 8 | 8 | 0.39% | 0.54% | 1.26% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 5 | 3 | 0.00% | 0.08% | 0.25% | Q2 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 1.45% | 1.62% | 1.99% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 8 | 8 | 0.13% | 0.22% | 0.40% | Q2 2021 | Q1 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.56% | 0.59% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Russell Investments Group, Ltd. | 5 | 3 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q2 2023 | 8 |
XR Securities LLC | 4 | 3 | 0.00% | 0.21% | 1.00% | Q3 2021 | Q3 2023 | 8 |
Keebeck Wealth Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 3.12% | 3.91% | 4.63% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
E Fund Management Co., Ltd. | 7 | 1 | 0.16% | 0.25% | 0.36% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.78% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
SeaCrest Wealth Management, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Palisades Hudson Asset Management, L.P. | 8 | 8 | 1.54% | 1.93% | 2.09% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.40% | 0.45% | 0.57% | Q2 2021 | Q1 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.32% | 0.92% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Avalon Investment & Advisory | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Berkeley Capital Partners, LLC | 7 | 1 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 8 |
Aberdeen Wealth Management LLC | 7 | 1 | 0.25% | 0.37% | 0.44% | Q2 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.13% | 6.82% | 10.17% | Q4 2021 | Q3 2023 | 8 |
SevenOneSeven Capital Management | 8 | 8 | 1.93% | 2.80% | 3.59% | Q4 2021 | Q3 2023 | 8 |
CARL STUART INVESTMENT ADVISOR, INC | 8 | 8 | 0.02% | 14.98% | 19.04% | Q4 2021 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Connective Portfolio Management, LLC | 8 | 8 | 2.03% | 3.07% | 3.93% | Q4 2021 | Q3 2023 | 8 |
First Pacific Financial | 6 | 2 | 0.05% | 0.27% | 0.76% | Q2 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Mizuho Bank, Ltd. | 7 | 1 | 3.35% | 13.74% | 28.25% | Q3 2021 | Q3 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 5 | 3 | 0.05% | 0.33% | 0.64% | Q2 2021 | Q3 2023 | 8 |
Forefront Analytics, LLC | 8 | 8 | 0.23% | 0.50% | 0.90% | Q2 2021 | Q1 2023 | 8 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 8 | 8 | 1.98% | 10.68% | 25.63% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.05% | 0.12% | 0.14% | Q2 2021 | Q1 2023 | 8 |
Truvestments Capital LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 2.59% | 3.14% | 3.60% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 1.08% | 1.24% | 1.53% | Q3 2021 | Q3 2023 | 8 |
Hirtle Callaghan & Co LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.43% | 0.59% | 1.32% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 7.56% | 8.61% | 9.34% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 5 | 3 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 2.42% | 18.25% | Q4 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.27% | 4.39% | 8.69% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 2.81% | 3.16% | 3.45% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Altman Advisors, Inc. | 7 | 1 | 1.16% | 1.53% | 1.71% | Q3 2021 | Q3 2023 | 8 |
Coronation Fund Managers Ltd. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 3 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 3.70% | 4.47% | 4.74% | Q4 2021 | Q3 2023 | 8 |
Bigelow Investment Advisors, LLC | 8 | 8 | 0.90% | 1.31% | 1.59% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.29% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 4 | 2 | 0.02% | 0.32% | 0.91% | Q2 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Savant Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
COMERICA BANK | 7 | 1 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
STABLEFORD CAPITAL II LLC | 3 | 2 | 1.61% | 1.81% | 2.18% | Q2 2021 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 8 | 8 | 0.79% | 1.42% | 3.44% | Q2 2021 | Q1 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CAPE COD FIVE CENTS SAVINGS BANK | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.51% | 2.46% | 5.15% | Q4 2021 | Q3 2023 | 8 |
McAdam, LLC | 8 | 8 | 0.02% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Greenline Partners, LLC | 6 | 2 | 0.01% | 2.02% | 9.39% | Q2 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.28% | 0.43% | 0.61% | Q4 2021 | Q3 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 5 | 3 | 0.16% | 0.26% | 0.34% | Q2 2021 | Q2 2023 | 8 |
Blossom Wealth Management | 8 | 8 | 1.40% | 1.76% | 2.70% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
MILLENNIUM MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BOK Financial Private Wealth, Inc. | 7 | 7 | 0.19% | 3.38% | 4.21% | Q1 2022 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.04% | 0.08% | 0.17% | Q2 2021 | Q4 2022 | 7 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 7 | 7 | 1.74% | 2.17% | 2.60% | Q2 2021 | Q4 2022 | 7 |
Mechanics Financial Corp | 6 | 1 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 7 |
CX Institutional | 6 | 1 | 0.00% | 0.29% | 0.95% | Q3 2021 | Q3 2023 | 7 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 3 | 0.23% | 0.29% | 0.39% | Q4 2021 | Q3 2023 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.07% | 0.13% | 0.34% | Q3 2021 | Q1 2023 | 7 |
Apeiron RIA LLC | 6 | 1 | 0.13% | 0.41% | 0.61% | Q4 2021 | Q3 2023 | 7 |
Personal Capital Advisors Corp | 7 | 7 | 2.05% | 2.25% | 2.46% | Q2 2021 | Q4 2022 | 7 |
Clarity Financial LLC | 4 | 1 | 0.03% | 1.55% | 5.26% | Q2 2021 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 3.27% | 3.46% | 3.71% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.17% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Temasek Holdings (Private) Ltd | 7 | 7 | 0.51% | 1.08% | 1.47% | Q2 2021 | Q4 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Benedetti & Gucer, Inc. | 7 | 7 | 0.22% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Financial & Tax Architects, LLC | 3 | 2 | 0.68% | 0.82% | 0.99% | Q2 2021 | Q3 2023 | 7 |
Pendal Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Blueprint Investment Partners LLC | 5 | 2 | 0.59% | 1.47% | 3.00% | Q3 2021 | Q3 2023 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.66% | 0.93% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 1.18% | 2.27% | 2.86% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
OKABENA INVESTMENT SERVICES INC | 7 | 7 | 2.50% | 3.83% | 5.24% | Q1 2022 | Q3 2023 | 7 |
MBL Wealth, LLC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BRR OpCo, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2021 | 7 |
Sunesis Advisors, LLC | 6 | 1 | 1.11% | 1.23% | 1.40% | Q4 2021 | Q3 2023 | 7 |
FORVIS Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Charles Schwab Trust Co | 6 | 1 | 0.03% | 0.28% | 0.91% | Q2 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q4 2022 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.15% | 0.19% | 0.21% | Q2 2021 | Q2 2023 | 7 |
GROUP ONE TRADING, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Summit Place Financial Advisors, LLC | 7 | 7 | 1.62% | 1.98% | 2.30% | Q1 2022 | Q3 2023 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 7 | 1.23% | 1.33% | 1.41% | Q2 2021 | Q4 2022 | 7 |
Montis Financial, LLC | 7 | 7 | 0.28% | 0.60% | 0.74% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.05% | 0.16% | 0.28% | Q2 2021 | Q4 2022 | 7 |
Compagnie Lombard Odier SCmA | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Wealthstar Advisors, LLC | 7 | 7 | 0.98% | 1.29% | 1.47% | Q1 2022 | Q3 2023 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.14% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.23% | 0.73% | 1.15% | Q2 2021 | Q4 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 3 | 0.08% | 0.08% | 0.10% | Q2 2021 | Q1 2023 | 7 |
Bridgeworth, LLC | 5 | 2 | 0.06% | 0.24% | 0.71% | Q2 2021 | Q1 2023 | 7 |
Montecito Bank & Trust | 7 | 7 | 0.15% | 0.22% | 0.39% | Q2 2021 | Q4 2022 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q4 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TD Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Aureus Asset Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2022 | 7 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.01% | 0.66% | 1.67% | Q4 2021 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 2 | 0.02% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Warren Street Wealth Advisors, LLC | 4 | 3 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.02% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Upper Left Wealth Management, LLC | 6 | 1 | 7.92% | 8.76% | 9.39% | Q4 2021 | Q3 2023 | 7 |
Ifrah Financial Services, Inc. | 7 | 7 | 0.33% | 0.34% | 0.36% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.10% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 1 | 0.09% | 0.70% | 1.86% | Q2 2021 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 7 |
IRON Financial LLC | 7 | 7 | 0.17% | 0.18% | 0.20% | Q2 2021 | Q4 2022 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.08% | 0.25% | 0.60% | Q2 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 6 | 1 | 0.41% | 0.64% | 0.90% | Q4 2021 | Q3 2023 | 7 |
Endowment Wealth Management, Inc. | 7 | 7 | 0.28% | 0.32% | 0.34% | Q1 2022 | Q3 2023 | 7 |
ICONIQ Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 5 | 2 | 0.20% | 0.32% | 0.44% | Q3 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 6 | 1 | 0.02% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.04% | 0.25% | 0.67% | Q2 2021 | Q4 2022 | 7 |
Twelve Points Wealth Management LLC | 6 | 1 | 1.15% | 1.70% | 2.22% | Q4 2021 | Q3 2023 | 7 |
WFA of San Diego, LLC | 3 | 1 | 0.01% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 7 |
EPG Wealth Management LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.18% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.80% | 0.90% | 1.05% | Q1 2022 | Q3 2023 | 7 |
Nadler Financial Group, Inc. | 6 | 6 | 0.30% | 3.78% | 11.32% | Q2 2022 | Q3 2023 | 6 |
Glovista Investments LLC | 3 | 1 | 0.34% | 1.07% | 2.32% | Q2 2021 | Q3 2023 | 6 |
American Research & Management Co. | 6 | 6 | 2.80% | 2.92% | 3.01% | Q2 2021 | Q3 2022 | 6 |
RGT Wealth Advisors, LLC | 6 | 6 | 0.29% | 0.33% | 0.38% | Q2 2021 | Q3 2022 | 6 |
Mosaic Advisors LLC | 6 | 6 | 0.99% | 2.36% | 3.65% | Q2 2021 | Q3 2022 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.08% | 0.21% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Grand Central Investment Group | 6 | 6 | 1.53% | 1.79% | 2.02% | Q2 2021 | Q3 2022 | 6 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 2 | 2.93% | 4.68% | 6.04% | Q3 2021 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.43% | 0.47% | 0.56% | Q2 2021 | Q3 2022 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 3.92% | 4.54% | 5.34% | Q2 2022 | Q3 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.10% | 0.32% | Q2 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Golden State Equity Partners | 3 | 3 | 0.31% | 0.89% | 1.57% | Q3 2021 | Q3 2023 | 6 |
Clearstead Trust, LLC | 6 | 6 | 0.01% | 0.27% | 0.33% | Q2 2022 | Q3 2023 | 6 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.14% | 0.30% | Q2 2021 | Q2 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.10% | 0.32% | Q1 2022 | Q2 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.66% | 0.77% | 0.88% | Q2 2021 | Q3 2022 | 6 |
Simplify Asset Management Inc. | 6 | 6 | 0.01% | 0.21% | 0.39% | Q2 2022 | Q3 2023 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PATRON PARTNERS, LLC | 5 | 1 | 0.15% | 0.21% | 0.30% | Q2 2021 | Q4 2022 | 6 |
Packer & Co Ltd | 4 | 1 | 48.46% | 62.53% | 71.35% | Q3 2021 | Q3 2023 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.51% | 1.28% | 2.31% | Q2 2022 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hillcrest Wealth Advisors - NY, LLC | 3 | 3 | 0.15% | 0.23% | 0.32% | Q2 2021 | Q4 2022 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Missouri Trust & Investment Co | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Galvin, Gaustad & Stein, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Goldstein Munger & Associates | 6 | 6 | 4.80% | 5.30% | 6.57% | Q2 2021 | Q3 2022 | 6 |
Financial Connections Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ford Financial Group, LLC | 3 | 3 | 0.10% | 0.40% | 0.75% | Q2 2021 | Q4 2022 | 6 |
Kore Private Wealth LLC | 6 | 6 | 2.71% | 3.05% | 3.66% | Q2 2021 | Q3 2022 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Tyler-Stone Wealth Management | 3 | 1 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Highland Private Wealth Management | 6 | 6 | 3.12% | 3.36% | 3.59% | Q2 2021 | Q3 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Brown Miller Wealth Management, LLC | 5 | 1 | 0.12% | 0.15% | 0.16% | Q2 2021 | Q1 2023 | 6 |
BRAVE ASSET MANAGEMENT INC | 2 | 1 | 0.13% | 3.37% | 5.10% | Q2 2021 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
jvl associates llc | 6 | 6 | 0.39% | 0.75% | 1.07% | Q2 2021 | Q3 2022 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.41% | 0.49% | 0.52% | Q2 2022 | Q3 2023 | 6 |
INSIGHT 2811, INC. | 5 | 1 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q2 2023 | 6 |
TCWP LLC | 6 | 6 | 0.45% | 0.48% | 0.51% | Q4 2021 | Q1 2023 | 6 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 6 |
Elmwood Wealth Management, Inc. | 5 | 1 | 0.33% | 0.60% | 0.88% | Q2 2021 | Q4 2022 | 6 |
PITCAIRN CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.01% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Sagil Capital LLP | 6 | 6 | 5.07% | 13.31% | 17.70% | Q2 2022 | Q3 2023 | 6 |
KANAWHA CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.09% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 6 |
Tanglewood Wealth Management, Inc. | 6 | 6 | 4.60% | 4.85% | 5.15% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 6 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Firestone Capital Management | 4 | 2 | 0.53% | 0.67% | 0.75% | Q4 2021 | Q3 2023 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.53% | 0.57% | 0.63% | Q2 2021 | Q3 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.21% | 1.55% | 5.56% | Q3 2021 | Q3 2022 | 5 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Members Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Stegent Equity Advisors, Inc. | 5 | 5 | 0.32% | 0.36% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.95% | 2.22% | 4.55% | Q1 2022 | Q3 2023 | 5 |
DDD Partners, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 5 |
TPB WEALTH ADVISORS | 5 | 5 | 1.24% | 2.83% | 5.46% | Q1 2022 | Q1 2023 | 5 |
JGP Wealth Management, LLC | 3 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 1.93% | 2.02% | 2.20% | Q4 2022 | Q4 2023 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.64% | 0.85% | 1.07% | Q2 2021 | Q2 2022 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.05% | 0.12% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Operose Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.06% | 0.12% | 0.19% | Q2 2021 | Q2 2022 | 5 |
SENTINEL PENSION ADVISORS INC | 5 | 5 | 0.16% | 0.41% | 1.05% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
INSPIRION WEALTH ADVISORS, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
DAVIS R M INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
CERTUITY, LLC | 5 | 5 | 0.10% | 0.27% | 0.42% | Q2 2021 | Q2 2022 | 5 |
AllGen Financial Advisors, Inc. | 3 | 2 | 5.64% | 10.39% | 15.64% | Q4 2020 | Q3 2022 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Spinnaker Investment Group, LLC | 3 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 5 |
Strategies Wealth Advisors, LLC | 3 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 5 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
NorthCrest Asset Manangement, LLC | 4 | 1 | 0.02% | 0.57% | 0.91% | Q4 2021 | Q3 2023 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.60% | 0.81% | 0.93% | Q4 2021 | Q4 2022 | 5 |
CAMDEN NATIONAL BANK | 3 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
STRATEGIC CAPITAL ADVISERS, INC. | 5 | 5 | 3.60% | 4.04% | 4.79% | Q2 2021 | Q2 2022 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 4 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.16% | 0.39% | 0.94% | Q4 2021 | Q4 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 1.26% | 1.39% | 1.65% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.08% | 0.10% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Manning & Napier Group, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Baron Financial Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.62% | 0.70% | 0.76% | Q3 2022 | Q3 2023 | 5 |
DMC Group, LLC | 5 | 5 | 0.27% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 4 | 1 | 0.02% | 0.12% | 0.50% | Q1 2022 | Q3 2023 | 5 |
West Family Investments, Inc. | 2 | 1 | 5.34% | 7.10% | 9.26% | Q3 2021 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.02% | 0.08% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.04% | 0.13% | 0.30% | Q2 2021 | Q3 2023 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.69% | 0.90% | 1.26% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.30% | 0.49% | 0.98% | Q3 2022 | Q3 2023 | 5 |
MMBG INVESTMENT ADVISORS CO. | 3 | 1 | 0.19% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
TAP Consulting, LLC | 5 | 5 | 0.32% | 0.36% | 0.39% | Q2 2021 | Q2 2022 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 6.26% | 6.38% | 6.70% | Q2 2021 | Q2 2022 | 5 |
Carlson Capital Management | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Truadvice, LLC | 5 | 5 | 0.14% | 0.45% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Venture Visionary Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q2 2022 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 5 | 0.27% | 0.93% | 1.27% | Q2 2021 | Q2 2022 | 5 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Virtus Family Office LLC | 5 | 5 | 2.98% | 4.06% | 6.56% | Q3 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Transform Wealth, LLC | 4 | 1 | 0.30% | 0.78% | 1.20% | Q2 2021 | Q3 2023 | 5 |
FOSTER & MOTLEY INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 4.91% | 5.25% | 5.53% | Q4 2021 | Q3 2022 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.65% | 0.80% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Demars Financial Group, LLC | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Cannell & Co. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.17% | 0.55% | 1.09% | Q4 2022 | Q3 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 1.35% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 3.72% | 4.05% | 4.72% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.53% | 1.68% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Cordasco Financial Network | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Enterprise Trust & Investment Co | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Avory & Company, LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
NIXON PEABODY TRUST CO | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
DOLIVER ADVISORS, LP | 4 | 4 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q4 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 2.30% | 2.37% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Summit Financial Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
FourThought Financial, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.87% | 1.23% | 2.07% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Fullerton Fund Management Co Ltd. | 3 | 1 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q2 2022 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 4 | 0.10% | 0.17% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 0.33% | 0.49% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 3.99% | 4.68% | 5.06% | Q4 2022 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 0.21% | 0.27% | 0.34% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 3.85% | 4.14% | 4.41% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.34% | 2.69% | 3.61% | Q4 2021 | Q3 2023 | 4 |
InterOcean Capital Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
WESCAP Management Group, Inc. | 4 | 4 | 5.69% | 6.05% | 6.52% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q2 2022 | Q1 2023 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 4 |
BKA Wealth Consulting, Inc. | 4 | 4 | 0.96% | 1.68% | 1.96% | Q4 2022 | Q3 2023 | 4 |
WealthNavi Inc. | 4 | 4 | 0.22% | 1.09% | 2.22% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sound View Wealth Advisors Group, LLC | 3 | 1 | 0.06% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.22% | 0.43% | Q2 2021 | Q2 2023 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.21% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Advance Capital Management, Inc. | 3 | 1 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.36% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Blue Investment Partners LLC | 4 | 4 | 1.99% | 2.08% | 2.21% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.31% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
TRIAD FINANCIAL ADVISORS, INC. | 3 | 1 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.31% | 0.53% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Regent Peak Wealth Advisors LLC | 3 | 1 | 0.07% | 1.30% | 2.53% | Q2 2021 | Q2 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Sawyer & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 1.38% | 1.91% | 2.24% | Q4 2022 | Q3 2023 | 4 |
PALLADIUM PARTNERS LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
LWMG, LLC | 4 | 4 | 0.10% | 0.24% | 0.60% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Glenview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.96% | 1.74% | 2.09% | Q2 2021 | Q1 2022 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CROSSPOINT FINANCIAL, LLC | 4 | 4 | 6.43% | 7.39% | 8.07% | Q4 2022 | Q3 2023 | 4 |
VANCE WEALTH, INC. | 3 | 1 | 0.16% | 0.25% | 0.33% | Q4 2021 | Q4 2022 | 4 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Destination Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
StoneX Group Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Integrity Financial Corp /WA | 3 | 1 | 0.19% | 0.31% | 0.54% | Q4 2021 | Q1 2023 | 4 |
Clay Northam Wealth Management, LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q2 2022 | Q2 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.60% | 1.38% | 1.78% | Q4 2021 | Q1 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.13% | 1.21% | 1.26% | Q4 2022 | Q3 2023 | 4 |
WealthCare Investment Partners, LLC | 3 | 1 | 0.27% | 0.74% | 1.38% | Q4 2021 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 4 |
Savior LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 1.11% | 1.42% | 1.64% | Q4 2021 | Q4 2022 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.90% | 0.99% | 1.07% | Q2 2021 | Q1 2022 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.79% | 0.90% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.07% | 0.38% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Diversified Portfolios, Inc. | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.66% | 0.90% | 1.16% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.55% | 0.74% | 0.94% | Q2 2021 | Q1 2022 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Surevest, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Keystone Financial Group | 3 | 3 | 0.08% | 0.19% | 0.37% | Q2 2021 | Q4 2021 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 1.09% | 1.13% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 3.70% | 3.72% | 3.76% | Q4 2022 | Q2 2023 | 3 |
ARKANSAS FINANCIAL GROUP, INC. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q2 2022 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOENNING & SCATTERGOOD, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.10% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
First National Bank of South Miami | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
JSF Financial, LLC | 3 | 3 | 1.82% | 4.28% | 5.69% | Q1 2023 | Q3 2023 | 3 |
ALLSTATE CORP | 3 | 3 | 0.44% | 0.47% | 0.51% | Q1 2022 | Q3 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.06% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Kaydan Wealth Management, Inc. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.34% | 0.68% | 1.08% | Q2 2021 | Q3 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.70% | 0.76% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Patten Group, Inc. | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.00% | 1.39% | 2.13% | Q1 2022 | Q3 2022 | 3 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Compass Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Financial Insights, Inc. | 1 | 1 | 0.04% | 0.25% | 0.58% | Q2 2021 | Q1 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.60% | 0.72% | 0.92% | Q1 2023 | Q3 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.39% | 0.44% | 0.47% | Q2 2021 | Q4 2021 | 3 |
Personal Wealth Partners | 3 | 3 | 1.24% | 1.68% | 1.97% | Q2 2021 | Q4 2021 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Twin Tree Management, LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 2 | 1 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q2 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.15% | 0.55% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Arkos Global Advisors | 3 | 3 | 1.05% | 1.23% | 1.34% | Q1 2023 | Q3 2023 | 3 |
First American Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Verus Financial Partners, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.83% | 1.09% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.42% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.22% | 0.66% | Q2 2021 | Q3 2023 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 9.00% | 9.81% | 10.41% | Q1 2023 | Q3 2023 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.63% | 0.66% | 0.68% | Q3 2021 | Q1 2022 | 3 |
Acropolis Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.23% | 1.61% | 3.40% | Q2 2022 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.26% | 0.29% | 0.33% | Q1 2022 | Q3 2022 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Strategic Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 0.68% | 0.70% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 2.20% | 2.25% | 2.34% | Q1 2023 | Q3 2023 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.02% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Columbus Macro, LLC | 3 | 3 | 0.31% | 0.44% | 0.60% | Q4 2022 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2021 | Q4 2021 | 3 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 0.33% | 0.40% | 0.48% | Q2 2021 | Q4 2021 | 3 |
Orcam Financial Group | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.15% | 0.24% | 0.36% | Q2 2023 | Q4 2023 | 3 |
Kellett Wealth Advisors, LLC | 3 | 3 | 0.34% | 1.23% | 2.58% | Q4 2021 | Q2 2022 | 3 |
Brightworth | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
HawsGoodwin Investment Management LLC | 3 | 3 | 4.98% | 5.28% | 5.60% | Q2 2021 | Q4 2021 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Colony Family Offices, LLC | 2 | 1 | 0.10% | 0.26% | 0.35% | Q1 2022 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.36% | 0.66% | 0.91% | Q1 2023 | Q3 2023 | 3 |
January Capital Advisors LLC | 3 | 3 | 1.31% | 1.35% | 1.39% | Q4 2021 | Q2 2022 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.26% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Centric Wealth Management | 3 | 3 | 0.51% | 0.56% | 0.58% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q2 2022 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 2.32% | 2.77% | 3.19% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.15% | 0.21% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 3.24% | 3.27% | 3.30% | Q1 2022 | Q1 2023 | 3 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.15% | 0.29% | Q2 2021 | Q1 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2021 | Q2 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
True Capital Management | 2 | 2 | 1.45% | 1.52% | 1.59% | Q4 2022 | Q1 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.26% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q2 2022 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.94% | 1.20% | 1.47% | Q2 2021 | Q3 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.45% | 0.47% | Q1 2023 | Q2 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Bell Rock Capital LLC | 1 | 1 | 0.25% | 0.35% | 0.45% | Q4 2021 | Q3 2022 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 1.76% | 1.76% | 1.76% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Essex Private Wealth Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q3 2021 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornell Pochily Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
DAGCO, INC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Westshore Wealth, LLC | 1 | 1 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q2 2023 | 2 |
Pariax, LLC | 2 | 2 | 15.21% | 16.74% | 18.27% | Q2 2023 | Q3 2023 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.52% | 0.53% | 0.53% | Q2 2021 | Q3 2021 | 2 |
NTB Financial Corp | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2022 | Q2 2022 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Probity Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 2 |
Karn, Couzens & Associates, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WEST BANCORPORATION INC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Truepoint, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Phraction Management LLC | 2 | 2 | 0.56% | 0.68% | 0.80% | Q1 2022 | Q2 2022 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
HATTON CONSULTING, INC. | 2 | 2 | 3.97% | 4.03% | 4.10% | Q2 2021 | Q3 2021 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 4.53% | 4.90% | 5.27% | Q4 2021 | Q1 2022 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q2 2021 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.12% | 0.23% | 0.34% | Q1 2023 | Q2 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.62% | 0.63% | 0.64% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 2 |
Financial Architects, Inc | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2021 | Q3 2021 | 2 |
Cardinal Point Wealth Management LLC | 2 | 2 | 4.73% | 4.85% | 4.98% | Q2 2021 | Q3 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.38% | 0.42% | 0.45% | Q3 2021 | Q2 2023 | 2 |
Rinet Co LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
IFS Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 2 |
AAFMAA Wealth Management & Trust LLC | 2 | 2 | 1.26% | 1.75% | 2.23% | Q2 2023 | Q3 2023 | 2 |
TRUST CO OF VIRGINIA /VA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.99% | 1.02% | 1.05% | Q2 2021 | Q3 2021 | 2 |
Aft, Forsyth & Sober, LLC | 2 | 2 | 0.09% | 1.79% | 3.48% | Q2 2021 | Q3 2021 | 2 |
FCA CORP /TX | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.63% | 0.70% | 0.78% | Q1 2022 | Q2 2022 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.51% | 0.62% | 0.74% | Q1 2022 | Q2 2022 | 2 |
Financial Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.14% | 2.05% | 3.95% | Q1 2023 | Q2 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.70% | 0.72% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.71% | 0.72% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Fortune 45 LLC | 2 | 2 | 1.95% | 3.01% | 4.08% | Q1 2022 | Q2 2022 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Altavista Wealth Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
BANK OF THE WEST | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2022 | Q3 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ulysses Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q2 2022 | Q2 2022 | 1 |
Avondale Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2021 | Q2 2021 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2022 | Q4 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Aries Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2022 | Q3 2022 | 1 |
Signify Wealth | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
Alaska Permanent Fund Corp | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2021 | Q2 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2022 | Q1 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blooom, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2023 | Q2 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPROTT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 4.38% | 4.38% | 4.38% | Q3 2021 | Q3 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fore Capital, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
MACRO Consulting Group | 1 | 1 | 8.59% | 8.59% | 8.59% | Q2 2021 | Q2 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SOL Capital Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Consolidated Investment Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Novak Financial Planning, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2021 | Q2 2021 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CMC Financial Group | 1 | 1 | 9.58% | 9.58% | 9.58% | Q1 2022 | Q1 2022 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Pine Ridge Advisers LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2021 | Q2 2021 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
New Century Advisors, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2022 | Q1 2022 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2022 | Q3 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 4.19% | 4.19% | 4.19% | Q1 2022 | Q1 2022 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
Compass Financial Group, Inc. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2022 | Q1 2022 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2022 | Q1 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 4.82% | 4.82% | 4.82% | Q3 2022 | Q3 2022 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Q3 Asset Management | 1 | 1 | 1.45% | 1.45% | 1.45% | Q1 2022 | Q1 2022 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Next Level Private LLC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q2 2022 | Q2 2022 | 1 |
MayTech Global Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES GOLD TR or have owned ISHARES GOLD TR in the past.